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How Actions Are Ordered in Lightning Experience

How Actions Are Ordered in Lightning Experience

In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object. The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Quick actions available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions

Custom canvas actions available in: Professional (with Canvas enabled), Enterprise, Performance, Unlimited, and Developer Editions

If you haven’t customized the Salesforce Mobile and Lightning Experience Actions section of an object’s page layout, the quick actions that appear on the object’s record pages are derived from:

  • The actions on the global publisher layout
  • Standard and custom buttons in the buttons section of the object page layout

However, the order of the actions from the global page layout aren’t respected on those record pages.

When you click to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section, the custom buttons in the buttons section of the page layout aren’t automatically included in the action list. You must add the custom buttons as actions from the Mobile & Lightning Actions category in the palette.

After you customize the Salesforce Mobile and Lightning Experience Actions section of an object’s page layout, the actions in each section of the record page respect the ordering of its types of actions on the page layout. For example, actions in the page-level actions menu appear in the order that you configure them in the Salesforce Mobile and Lightning Experience Actions section on the page layout. And actions in the Chatter and Activity tabs reflect the order of the actions supported for those tabs on the page layout.

The Global Actions menu (Global Actions menu icon) in the Lightning Experience header displays all global quick actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout, except the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.

 
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